Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517B
AUM Growth
+$65.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$922M
3
+$815M
4
ICE icon
Intercontinental Exchange
ICE
+$731M
5
PARA
Paramount Global Class B
PARA
+$691M

Top Sells

1
+$2.32B
2
+$966M
3
+$630M
4
SHOP icon
Shopify
SHOP
+$427M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$425M

Sector Composition

1 Technology 20.02%
2 Healthcare 10.48%
3 Consumer Discretionary 9.26%
4 Communication Services 8.33%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$18M ﹤0.01%
34,898
+15,301
1552
$18M ﹤0.01%
1,530,638
-465,706
1553
$18M ﹤0.01%
152,700
+5,723
1554
$17.9M ﹤0.01%
360,345
+50,238
1555
$17.9M ﹤0.01%
658,611
+311,124
1556
$17.8M ﹤0.01%
180,587
-18,942
1557
$17.8M ﹤0.01%
179,958
-63,246
1558
$17.8M ﹤0.01%
1,738,851
-319,585
1559
$17.8M ﹤0.01%
1,092,082
+7,040
1560
$17.8M ﹤0.01%
238,426
+48,326
1561
$17.7M ﹤0.01%
320,811
+162,612
1562
$17.7M ﹤0.01%
928,491
+175,821
1563
$17.7M ﹤0.01%
93,399
+23,439
1564
$17.6M ﹤0.01%
385,147
+17,764
1565
$17.6M ﹤0.01%
294,098
-22,688
1566
$17.6M ﹤0.01%
355,554
+146,411
1567
$17.6M ﹤0.01%
333,213
-987,767
1568
$17.5M ﹤0.01%
158,768
+47,941
1569
$17.5M ﹤0.01%
2,022,203
-59,981
1570
$17.5M ﹤0.01%
5,004,136
-72,704
1571
$17.4M ﹤0.01%
1,480,168
+244,207
1572
$17.4M ﹤0.01%
426,587
-357,652
1573
$17.3M ﹤0.01%
319,627
+91,877
1574
$17.3M ﹤0.01%
672,718
-60,631
1575
$17.3M ﹤0.01%
1,449,327
+762,758
61 62
63
64 65